Carmel Capital Partners’s Visa V Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Buy |
1,322
+364
| +38% | +$129K | 0.16% | 91 |
|
|
2025
Q1 | $336K | Sell |
958
-83
| -8% | -$29.1K | 0.13% | 115 |
|
|
2024
Q4 | $329K | Buy |
1,041
+74
| +8% | +$23.4K | 0.13% | 112 |
|
|
2024
Q3 | $266K | Hold |
967
| – | – | 0.1% | 140 |
|
|
2024
Q2 | $254K | Hold |
967
| – | – | 0.11% | 130 |
|
|
2024
Q1 | $270K | Sell |
967
-1
| -0.1% | -$279 | 0.11% | 127 |
|
|
2023
Q4 | $252K | Sell |
968
-413
| -30% | -$108K | 0.13% | 126 |
|
|
2023
Q3 | $318K | Buy |
1,381
+458
| +50% | +$105K | 0.14% | 105 |
|
|
2023
Q2 | $219K | Sell |
923
-438
| -32% | -$104K | 0.11% | 108 |
|
|
2023
Q1 | $307K | Sell |
1,361
-349
| -20% | -$78.7K | 0.18% | 95 |
|
|
2022
Q4 | $355K | Hold |
1,710
| – | – | 0.25% | 87 |
|
|
2022
Q3 | $304K | Buy |
1,710
+19
| +1% | +$3.38K | 0.29% | 81 |
|
|
2022
Q2 | $333K | Buy |
1,691
+175
| +12% | +$34.5K | 0.31% | 74 |
|
|
2022
Q1 | $336K | Sell |
1,516
-32
| -2% | -$7.09K | 0.28% | 80 |
|
|
2021
Q4 | $335K | Buy |
+1,548
| New | +$335K | 0.25% | 77 |
|